Menu and Dashboard

The Merchanter menu and dashboard are your central hubs for navigating the system and managing your daily tasks. The options available to you will depend on your seniority level and the features enabled in your system. This guide will walk you through every part of the menu and dashboard, ensuring you know how to make the most of Merchanter. Why not Log into your Merchanter account and follow along.

The Top Menu Bar

The top menu bar runs across the top of the screen, offering quick access to all the tools and features you need. Let’s break it down from left to right:

1. Merchanter Logo

Located in the top left corner, the Merchanter logo is always visible. No matter where you are in the system, clicking the logo will always return you to your dashboard.

2. Super Search

Next to the logo is the Super Search bar. This powerful tool allows you to search across all system records or filter by specific record types, such as customers, orders, or products. Simply type in your search term, and the system will display relevant results for you to select.

3. ‘New’ Button

The ‘New’ button provides quick access to creating various items, including:

• Sales orders, quotes, and bulk orders.
• Purchase orders, forward contracts, and inter-branch transfers.
• New products, customers, and suppliers.
• You can also perform a quick price check from here.

4. Basket

The Basket button allows you to manage items you’ve added and to add new items to create a sale or Purchase order. You can place items in your basket to add to a retail sale, full quote/sales order or purchase order.  You can add products from a product, customer, some list views or from within the basket.  Once items are added the icon will turn blue and display the number of items currently in the basket and the value.

5. Favourites

The Favourites button (marked with a star) allows you to bookmark timeline entry comments and notes you may need to revisit later. This is a handy way to keep track of important information.

6. Show Tasks

The Show Tasks button lets you see any tasks you may have assigned to you, and set up additional reminders or tasks for things you need to do. You can also assign tasks to other users and add reminders to ensure nothing is missed.

7. System Integration Centre

The System Integration Centre button is crucial for monitoring system integrations. If it turns red, it indicates an issue with one of your integrations, such as email, accounts, or web shop. if you have multiple errors, clicking the button takes you to a menu to see which integration has an error. you can then click on that to view a log, where you can investigate and resolve the issue. if just one area has an error you will be taken straight to its log.

8. Knowledge Base

The Question Mark button provides a direct link to Merchanter’s Knowledge Base. Here, you can search for help and guidance on how to use the system.

9. New Window

The New Window button opens the Dashboard in a new browser tab, allowing you to work on multiple tasks simultaneously without losing your place in the system.

10. User Account

In the far right corner, you’ll see your username, the current depot you’re working in, and the ‘My Account’ button, which also displays your uploaded profile image. Clicking this button allows you to access and edit your account settings.

The Main Menus

Below the top menu bar, you’ll find the main menus, each offering access to specific areas of the system. Let’s explore them from left to right:

1. Dashboard Button

The first item in the main menu is the Dashboard Button (marked with a house icon). Clicking this will return you to the dashboard, no matter where you are in the system.

2. Contacts Menu

The Contacts Menu allows you to manage all customer and supplier contact information. From here, you can:

• Search, View and Edit customer and supplier details.
• Manage supplier and customer contacts.
• If advanced features are enabled, you can also manage agents, mills, hauliers, and shipping lines.

3. Sales Menu

The Sales Menu provides access to all sales-related functions, including:

• Searching, Viewing and managing sales orders, cash sales, and live orders.
• Handling quotes, bulk orders, and web orders.
• Managing credit control, invoices, and credit notes.
• Setting up sales targets and tracking performance.
• Viewing customers, cash drawers, and payments.
• Setting Sales Targets.
• Investigating locked order records.

4. Purchasing Menu

The Purchasing Menu allows you to manage all aspects of purchasing, including:

• Viewing purchase orders, forward contracts, and bulk purchases and low-stock products.
• Handling purchase returns and generated purchase invoices.
• Managing supplier price lists, and on-costs.
• Setting reordering values, purchasing limits, and maximum credit note values.

5. Products Menu

The Products Menu provides access to:

• Product views, bulk pricing, and pricing agreements.
• Creating product labels and setting up certifications.
• Configuring product certification, categorisation and checking barcodes (if enabled).
• Setting up price tables and managing packs.

6. IBT Menu

The Interbranch Transfer (IBT) menu allows you to:

• Create new interbranch transfers.
• View all existing interbranch transfers.

7. Milling Menu

This menu is tailored for milling operations, offering options to:

• View mill orders and sales order mill lines.
• Manage outworking orders and mill processes.

8. Stock Menu

The Stock Menu provides comprehensive stock management tools, including:

• Viewing stock movements, holdings, and allocations.
• Managing specified lengths, packs, and stock adjustments.
• Setting up stock locations, codes, and restocking levels.
• Viewing lot stocks, product stock locations, and stock accounts.

9. Reporting Menu

The Reporting Menu offers a wide range of reports, including:

• Company overview, business analysis, and sales analysis.
• Credit control, stock control, and purchasing reports.
• Advanced analysis using OData, stock value history, and timeline overview.
• Reports for customers, products, suppliers, pricing, and interest stats.

10. Documents Menu

This menu includes tools for managing documents, such as:

• Importing documents against system records.
• Creating and downloading zip files of documents.

11. Settings Menu

The Settings Menu provides access to the extensive system settings, allowing you to configure Merchanter to suit your business needs. Some settings are only available to the Ten25 Admin,

The Dashboard

The dashboard is your central hub for managing daily tasks and monitoring key metrics. Key features include:

1. KPI Groups

These are key performance indicators that you can set up to monitor relevant metrics for your business. Customise these groups to display the data most important to you and your role.

2. Activity Timeline

This section shows recent activities performed by you and your team, providing a quick overview of what’s been happening in the system. 

3. Recents Box

The Recents box records your last 10 interactions with customers, quotes, sales orders, products, purchase orders, suppliers, and mill orders. Each category has its own tab, double-clicking an entry will open it.

4. Quick Access Buttons

The dashboard also includes Search and New buttons for quick access to common tasks. For example:

• The Sales Orders tab has a Create New Sales Order button.
• The Customers tab has a Create Customer button.

The Merchanter menu and dashboard are designed to make your workflow as efficient as possible. By familiarising yourself with the menu options and dashboard features, you can quickly access the tools you need, monitor key metrics, and stay on top of your daily tasks. Whether you’re creating new orders, managing stock, or generating reports, everything you need is just a click away.